Details of Services for Plan Sponsors
Flexible Retirement Programs
TIAA-CREF is a leader in defined contribution plan design, consulting and administration. A team of consultants will work with you to:
- Create a retirement program that helps both you and your employees meet objectives
- Decide whether to offer a contributory or noncontributory plan
- Establish appropriate plan contribution levels for your organization and your employees
- Determine when employees become eligible to participate
- Choose what types of flexible payout options will be available
- Develop a sound investment policy statement that identifies and evaluates all appropriate fund selection criteria
- Decide what other types of savings plans to offer
- Satisfy state and federal legislative and regulatory compliance requirements
Services for Plan Sponsors
TIAA-CREF's full spectrum of services can help you increase plan participation and simplify plan administration. We offer:
- Consolidated plan management, recordkeeping and reporting
- Multi-channel enrollment
- Compliance and regulatory reminders
- Participant counseling tools
- Objective advice, planning and education
- Topical newsletters, periodicals and communications
Investment Advisory Services
TIAA-CREF will work directly with you or your consulting firm to identify an appropriate menu of investment options given plan demographics, participant behavior and objectives. We will:
- Create or review your Investment Policy Statement
- Help you define the criteria for selecting and reviewing retirement plan investment options
- Ensure that investments are made in a rational manner and are designed to further the purposes of your retirement and supplemental savings plans
- Develop customized monitoring services
Diversified Portfolio Construction
TIAA-CREF manages and administers a diverse group of investment choices offered by both TIAA-CREF and other leading investment providers. Participants can choose from an array of investment options that match their goals and level of financial sophistication. You can create an investment lineup that includes:
- Simplified one-decision choices in the TIAA-CREF Lifecycle Funds
- TIAA-CREF variable annuity accounts and mutual funds in which employees can take advantage of a broad range of asset classes and investment strategies
- Well-known third-party mutual funds available through our open architecture platform
- TIAA-CREF Brokerage Services account,1 including thousands of mutual funds, all stocks listed on major exchanges, Exchange-Traded Funds and FDIC-insured CDs
How to Contact Us
If you would like to learn more about how TIAA-CREF can benefit your organization and enhance your employees' retirement savings experience, please contact us:
- If your institution has less than $50 million in retirement plan assets, please contact our Administrator Telephone Center at 1 888 842-7782, Monday through Friday, from 8 a.m. to 8 p.m. (ET).
- If your institution has more than $50 million in retirement plan assets, please contact Lawrence Loomis at 1 800 842-2009, ext. 4839 for more information.
